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Join a collaborative Wealth Operations team at a major financial institution in downtown Toronto as a technically-inclined Operations Officer II. This 11-month contract (May 11, 2026 – March 26, 2027) focuses on high-accuracy, back-office processing of financial transactions, including RSP and TFSA contributions and withdrawals.
Job Responsibility:
Financial Processing: Execute timely and accurate financial transactions (deposits and withdrawals) for client accounts, ensuring 100% data integrity
SLA Management: Prioritize and manage a heavy workload in a fast-paced environment to meet or exceed Service Level Agreement (SLA) commitments
Technical Support: Utilize advanced Excel skills and internal applications to manage system uploads/downloads and create End User Computing (EUC) tools
Compliance & Risk: Adhere to strict firm and industry regulations
identify and escalate non-standard or high-risk transactions to protect client and bank interests
Process Improvement: Participate in the analysis, testing, and implementation of new operating workflows to enhance service quality
Collaboration: Participate in daily 30-minute team huddles and maintain clear communication with internal partners regarding project progress
Requirements:
Proven background in Financial/Banking call centers or CSR roles (2-4 years)
Advanced Excel: Proficiency in Microsoft Excel is required, including familiarity with Macros
Strong comfort level navigating multiple software applications and a background in technical or data-driven environments
Post-secondary degree or diploma (Financial or Business-related coursework is a strong asset)
2–4 years of overall professional experience (flexible depending on technical aptitude)
Attention to Detail: Crucial for handling high-risk money transactions and wealth documentation
Excellent written and verbal communication skills for internal stakeholder interaction
A commitment to providing a 'Legendary Client Experience' through accuracy and speed
Prior experience in a Banking, Financial Institution, or Corporate office
Specific product knowledge of RSPs and TFSAs
Prior experience in a customer service-oriented environment (handling inquiries via email/phone)
Nice to have:
Post-secondary degree or diploma (Financial or Business-related coursework is a strong asset)
Prior experience in a Banking, Financial Institution, or Corporate office
Specific product knowledge of RSPs and TFSAs
Prior experience in a customer service-oriented environment (handling inquiries via email/phone)
What we offer:
Long-Term Stability: 11-month initial contract with a strong possibility for extension or permanent conversion
Professional Growth: Gain hands-on experience with complex wealth products and high-risk financial transactions
Strong Team Culture: Join a close-knit, 12-person team that values collaboration and mutual support
Dedicated Training: Comprehensive onboarding followed by one-on-one training with a Team Lead